Products

Broadridge Financial acquires portfolio management solutions provider; Putnam offers new SMAs and model portfolios; Pacific Global adds ETFs to complement...

According to the firm, “Sensible Fees” funds will enable investors to pay a low index or ETF-like base fee—only seeing a higher active management fee when fund performance...

IM releases institutional portfolio data tool; Vantagepoint implements private alternative assets; Avantis selects State Street as ETF service provider; and...

Financial Finesse enterprise (FFe) is focused on serving financial services firms seeking to evolve their impact by providing participants with access to financial coaching resources designed to accommodate...

Stadion Money Management launches custom managed account service; Hartford Funds presents interval fund; OpenInvest partners with LGIMA in ESG solutions;...

“Our goal is to provide wealth managers with a secure, data-rich and customizable experience designed to drive client satisfaction and optimize efficiency,” says RedBlack Chief Product Officer and...

To guarantee or not to guarantee? For some of the leading recordkeepers and investment managers, that’s not a question they necessarily want to answer.

Timeline partners with Morningstar aggregation service; Watchdog Capital introduces securities platform; Principal Global Investors creates combined emerging markets fixed income...

The MarketingCentral platform also delivers access to a content library including videos, infographics, quizzes and calculators.

The firm says Principal Real Start has been a game-changer in driving positive retirement savings outcomes.

Schwab Advisor Services presents alternative investment marketplace platform; John Hancock Investment Management expands fixed-income suite; and Millennium Trust adds investments to...

Understanding how long they may live opens up important retirement planning discussions with clients.

According to Cetera, fee-for-service payment models that provide the option for a one-time or subscription-based payment allow Cetera advisers to broaden access to an Advice-Centric Experience to more...

FIDx and Transamerica partner to provide annuities; Fidelity adds customized models to AMP solution; J.P Morgan improves TDF analysis tool;...

Mesirow Financial presents third mutual fund and managed account program, and MSCI builds indexes to track long-term megatrends.

The interactive sales tool also assigns a grade for retirement plans and is designed to improve advisers’ conversations with plan sponsor clients.

The tool helps small employers and advisers find the right retirement savings option to offer employees.

OneAmerica expands its group annuity platform with ESG offerings, and Vanguard adds an international core stock fund, overseen by Wellington Management. 

Fidelity partners with Ethic to offer tailored portfolios; Global X launches cannabis ETF; SSGA rebrands ETFs to portfolio suite; and...

John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans...